Common / Collective TrustBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 54 retirement plans report an interest in this investment, totaling $798.7M in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 5 name variants: T Rowe Price RTM 2035 TR CL A, T Rowe Price RTM 2035 TR CL F, T Rowe Price RTM 2035 TR CL E, T Rowe Price RTM 2035 TR CL C, T Rowe Price RTM 2035 TR CL D. Counts combine all variants of the same investment.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | UNITED RENTALS (NORTH AMERICA), INC. UNITED RENTALS 401(K) INVESTMENT PLAN | STAMFORD CT | 23,378 | $2.3B | $201.4M |
| 2 | SWIRE PACIFIC HOLDINGS INC. SWIRE COCA-COLA 401(K) PLAN | DRAPER UT | 7,065 | $341.4M | $54.3M |
| 3 | WELLMARK, INC. WELLMARK, INC. SAVINGS AND INVESTMENT PLAN | DES MOINES IA | 1,930 | $467.9M | $48.6M |
| 4 | TRUGREEN LIMITED PARTNERSHIP TRUGREEN PROFIT SHARING AND RETIREMENT PLAN | MEMPHIS TN | 10,531 | $465.6M | $42.2M |
| 5 | ENTRUST CORPORATION ENTRUST CORPORATION EMPLOYEE INVESTMENT PLAN | SHAKOPEE MN | 1,494 | $471.6M | $35.6M |
| 6 | KNIFE RIVER CORPORATION KNIFE RIVER CORPORATION 401(K) RETIREMENT PLAN | BISMARCK ND | 5,546 | $856.4M | $35.3M |
| 7 | ELBIT SYSTEMS OF AMERICA, LLC ELBIT SYSTEMS OF AMERICA CONSOLIDATED 401(K) SAVINGS PLAN | FORT WORTH TX | 3,219 | $465.6M | $35.2M |
| 8 | RUAN TRANSPORT CORPORATION RUAN EMPLOYEES' 401(K) SAVINGS PLAN | DES MOINES IA | 5,403 | $299.6M | $32.5M |
| 9 | MARSHALL DENNEHEY, P.C. MARSHALL DENNEHEY, P.C. SAVINGS & INVESTMENT PLAN | PHILADELPHIA PA | 1,091 | $267.6M | $31.5M |
| 10 | MDU RESOURCES GROUP, INC. MDU RESOURCES GROUP, INC. 401(K) RETIREMENT PLAN | BISMARCK ND | 2,064 | $775.6M | $27.3M |
